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Morgens Waterfall Vintiadis & Co’s Intuitive Surgical ISRG Stock Holding History

Morgens Waterfall Vintiadis & Co’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,200
Closed -$1.52M – 37
2023
Q3 		$1.52M Hold
5,200
– – 1.23% 24
2023
Q2 		$1.78M Sell
5,200
-2,000
-28% -$605K 1.26% 26
2023
Q1 		$1.84M Buy
+7,200
New +$1.77M 1.51% 26

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's ISRG Position: Q4 2023 in Review

Morgens Waterfall Vintiadis & Co sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 5,200 shares — an estimated $1.52M sold.

Morgens Waterfall Vintiadis & Co first reported a position in ISRG in Q1 2023 and held it in 3 quarters. The position peaked at $1.84M in Q1 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Morgens Waterfall Vintiadis & Co reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 5,200 Intuitive Surgical shares in Q4 2023, an estimated $1.52M.
  • Morgens Waterfall Vintiadis & Co first reported a position in Intuitive Surgical in Q1 2023 and held it in 3 quarters.
  • Morgens Waterfall Vintiadis & Co's Intuitive Surgical position peaked at $1.84M in Q1 2023.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q4 2023, filed 14 Feb 2024.